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James Investment Research’s Meta Platforms (Facebook) META Stock Holding History

James Investment Research’s Portfolio META Stock Details META Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.51M Buy
16,880
+129
+0.8% +$78.9K 0.97% 24
2026
Q1 		$9.58M Sell
16,751
-161
-1% -$103K 1.08% 21
2025
Q4 		$11.2M Sell
16,912
-1,364
-7% -$911K 1.22% 16
2025
Q3 		$13.4M Sell
18,276
-240
-1% -$179K 1.47% 13
2025
Q2 		$13.7M Sell
18,516
-91
-0.5% -$56.2K 1.63% 10
2025
Q1 		$10.7M Sell
18,607
-179
-1% -$115K 1.36% 14
2024
Q4 		$11M Sell
18,786
-216
-1% -$127K 1.31% 15
2024
Q3 		$10.9M Sell
19,002
-226
-1% -$116K 1.26% 17
2024
Q2 		$9.7M Sell
19,228
-176
-0.9% -$85.6K 1.15% 21
2024
Q1 		$9.42M Sell
19,404
-818
-4% -$365K 1.12% 21
2023
Q4 		$7.16M Buy
20,222
+850
+4% +$277K 0.9% 32
2023
Q3 		$5.82M Buy
19,372
+1,472
+8% +$444K 0.77% 40
2023
Q2 		$5.14M Buy
17,900
+4,233
+31% +$1.04M 0.66% 49
2023
Q1 		$2.9M Buy
13,667
+11,290
+475% +$1.92M 0.38% 82
2022
Q4 		$286K Sell
2,377
-17,969
-88% -$2.11M 0.04% 231
2022
Q3 		$2.76M Buy
20,346
+9,118
+81% +$1.48M 0.39% 81
2022
Q2 		$1.81M Buy
11,228
+216
+2% +$41.7K 0.24% 99
2022
Q1 		$2.45M Sell
11,012
-24,661
-69% -$6.16M 0.26% 101
2021
Q4 		$12M Sell
35,673
-2,625
-7% -$871K 1.1% 23
2021
Q3 		$13M Buy
38,298
+3,760
+11% +$1.35M 1.21% 21
2021
Q2 		$12M Buy
34,538
+8,443
+32% +$2.71M 1.03% 30
2021
Q1 		$7.68M Sell
26,095
-3,148
-11% -$848K 0.7% 48
2020
Q4 		$7.99M Sell
29,243
-5,684
-16% -$1.56M 0.72% 44
2020
Q3 		$9.15M Buy
34,927
+34,150
+4,395% +$8.81M 0.84% 37
2020
Q2 		$177K Buy
+777
New +$162K 0.02% 251
2019
Q1 		– Sell
-56
Closed -$7K – 874
2018
Q4 		$7K Buy
+56
New +$8.11K ﹤0.01% 742
2016
Q4 		– Sell
-467
Closed -$60K – 578
2016
Q3 		$60K Buy
+467
New +$58K ﹤0.01% 394

Other funds holding META

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

James Investment Research's META Position: Q2 2026 in Review

James Investment Research increased its Meta Platforms (Facebook) (META) stake by 0.77% in Q2 2026, buying an estimated $78.9K and bringing the position to 16,880 shares worth $9.51M. The position accounts for 0.97% of the portfolio, ranked #24.

James Investment Research first reported a position in META in Q3 2016 and has held it in 27 quarters since. The position peaked at $13.7M in Q2 2025. 5,039 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • James Investment Research held 16,880 shares of Meta Platforms (Facebook) worth $9.51M as of Q2 2026.
  • James Investment Research bought 129 Meta Platforms (Facebook) shares in Q2 2026, an estimated $78.9K.
  • Meta Platforms (Facebook) made up 0.97% of James Investment Research's portfolio in Q2 2026, its #24 holding.
  • James Investment Research first reported a position in Meta Platforms (Facebook) in Q3 2016 and has held it in 27 quarters since.
  • James Investment Research's Meta Platforms (Facebook) position peaked at $13.7M in Q2 2025.
  • 5,039 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.